SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,669 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q1 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,189
- +20 vs. Q4 2024
- Shares held
- 565.9M
- −19.1M (−3.3%) vs. Q4 2024
- Total value
- $313.6B
- −$27.9B (−8.2%) vs. Q4 2024
- New holders
- 210
- 1,616 more added
- Sold out
- 190
- 1,837 more reduced
73 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,669 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,182 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 3,736 | $2.09M | 0.39% | −90−2.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,736 | $2.09M | 1.58% | −169−4.3% | Reduced |
| Disciplined Investments, LLC | 3,737 | $2.09M | 0.96% | +14+0.4% | Added |
| Savior LLC | 3,737 | $2.09M | 12.56% | −265−6.6% | Reduced |
| Sheets Smith Wealth Management | 3,754 | $2.10M | 0.26% | +23+0.6% | Added |
| Uptown Financial Advisors LLC | 3,755 | $2.10M | 2.17% | +211+6.0% | Added |
| Canal Capital Management, LLC | 3,758 | $2.10M | 0.35% | −940−20.0% | Reduced |
| Clark Capital Management Group, Inc. | 3,759 | $2.10M | 0.02% | −2,671−41.5% | Reduced |
| Wallace Advisory Group, LLC | 3,590 | $2.10M | 1.46% | +21+0.6% | Added |
| Barr E S & Co | 3,763 | $2.10M | 0.13% | −40−1.1% | Reduced |
| Lionshead Wealth Management, LLC | 3,756 | $2.11M | 2.19% | −2,528−40.2% | Reduced |
| Trillium Asset Management, LLC | 3,769 | $2.11M | 0.06% | +153+4.2% | Added |
| CFO4Life Group, LLC | 3,774 | $2.11M | 0.36% | +83+2.2% | Added |
| Graybill Bartz & Assoc Ltd | 3,776 | $2.11M | 0.72% | +3,776 | New |
| Peoples Bank | 3,781 | $2.12M | 1.43% | −155−3.9% | Reduced |
| Wagner Wealth Management, LLC | 3,781 | $2.12M | 0.53% | +28+0.7% | Added |
| Sierra Summit Advisors LLC | 3,790 | $2.12M | 0.46% | −27−0.7% | Reduced |
| Bank of Nova Scotia Trust Co | 3,798 | $2.12M | 0.23% | −61−1.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,803 | $2.13M | 0.49% | −134−3.4% | Reduced |
| FMB Wealth Management | 3,803 | $2.13M | 1.18% | +28+0.7% | Added |
| Forbes Financial Planning, Inc. | 3,809 | $2.13M | 1.58% | −10.0% | Reduced |
| Acorn Financial Advisory Services Inc | 3,812 | $2.13M | 0.39% | −364−8.7% | Reduced |
| Maia Wealth LLC | 3,959 | $2.13M | 0.48% | +560+16.5% | Added |
| SMI Advisory Services, LLC | 4,243 | $2.14M | 0.48% | −79,990−95.0% | Reduced |
| Goldstein Advisors, LLC | 3,832 | $2.14M | 0.31% | −14−0.4% | Reduced |
| BCR Wealth Strategies, LLC | 3,840 | $2.15M | 0.94% | −166−4.1% | Reduced |
| United Advisor Group, LLC | 3,841 | $2.15M | 0.44% | +181+4.9% | Added |
| Comprehensive Financial Planning, Inc. | 3,848 | $2.15M | 2.09% | −48−1.2% | Reduced |
| Sawgrass Asset Management LLC | 3,850 | $2.15M | 0.26% | −426−10.0% | Reduced |
| Grandfield & Dodd, LLC | 3,853 | $2.16M | 0.13% | −198−4.9% | Reduced |
| Private Wealth Asset Management, LLC | 3,857 | $2.16M | 0.31% | +3,857 | New |
| Valley National Advisers Inc | 3,858 | $2.16M | 0.39% | −27−0.7% | Reduced |
| CCG Wealth Management, LLC | 3,865 | $2.16M | 1.29% | −4−0.1% | Reduced |
| AlpenGlobal Capital LLC | 3,867 | $2.16M | 1.56% | +357+10.2% | Added |
| Richmond Investment Services, LLC | 3,871 | $2.17M | 1.18% | −2,809−42.1% | Reduced |
| Members Wealth LLC | 3,876 | $2.17M | 1.64% | +39+1.0% | Added |
| Curbstone Financial Management Corp | 3,893 | $2.18M | 0.46% | +650+20.0% | Added |
| Moss Adams Wealth Advisors LLC | 3,883 | $2.18M | 0.23% | +18+0.5% | Added |
| Founders Grove Wealth Partners, LLC | 3,896 | $2.18M | 0.61% | −318−7.5% | Reduced |
| Garrison Point Advisors, LLC | 3,901 | $2.18M | 1.06% | +205+5.5% | Added |
| Headinvest, LLC | 3,901 | $2.18M | 0.42% | +18+0.5% | Added |
| Traphagen Investment Advisors LLC | 3,908 | $2.19M | 0.23% | +97+2.5% | Added |
| Royal Fund Management, LLC | 3,904 | $2.19M | 0.26% | −36,379−90.3% | Reduced |
| YANKCOM Partnership | 3,915 | $2.19M | 1.20% | −33−0.8% | Reduced |
| Sculati Wealth Management, LLC | 3,916 | $2.19M | 0.89% | −10.0% | Reduced |
| New Century Financial Group, LLC | 3,923 | $2.19M | 2.54% | −1,292−24.8% | Reduced |
| FSM Wealth Advisors, LLC | 3,946 | $2.21M | 0.50% | +791+25.1% | Added |
| Level Financial Advisors, Inc. | 3,947 | $2.21M | 0.75% | +3,227+448.2% | Added |
| Permanens Capital L.P. | 3,938 | $2.21M | 0.40% | −234−5.6% | Reduced |
| Baldwin Brothers Inc | 3,954 | $2.21M | 0.16% | −10−0.3% | Reduced |
| Facet Wealth, Inc. | 3,931 | $2.22M | 0.06% | −417−9.6% | Reduced |
| White Lighthouse Investment Management Inc. | 3,968 | $2.22M | 0.40% | +19+0.5% | Added |
| Chung Wu Investment Group, LLC | 3,970 | $2.22M | 2.65% | +500+14.4% | Added |
| Kornitzer Capital Management Inc | 3,990 | $2.23M | 0.05% | −15−0.4% | Reduced |
| Ardsley Advisory Partners LP | 4,000 | $2.23M | 0.52% | +4,000 | New |
| Highlander Partners, L.P. | 4,000 | $2.24M | 1.38% | −2,500−38.5% | Reduced |
| Spring Capital Management, LLC | 4,004 | $2.24M | 1.22% | −3−0.1% | Reduced |
| Alpha Zero LLC | 4,010 | $2.24M | 1.71% | −502−11.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $2.24M | 0.39% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 4,014 | $2.25M | 0.14% | −27−0.7% | Reduced |
| OMNI 360 Wealth, Inc. | 4,026 | $2.25M | 1.51% | −133−3.2% | Reduced |
| WNY Asset Management, LLC | 4,026 | $2.25M | 0.27% | −109−2.6% | Reduced |
| Manhattan West Asset Management, LLC | 4,030 | $2.25M | 0.58% | +145+3.7% | Added |
| Whalerock Point Partners, LLC | 4,034 | $2.26M | 0.54% | +609+17.8% | Added |
| Davidson Trust Co | 4,043 | $2.26M | 1.08% | −6−0.1% | Reduced |
| Marshall Financial Group LLC | 4,052 | $2.27M | 0.50% | −83−2.0% | Reduced |
| Miramar Fiduciary Corp | 4,056 | $2.27M | 2.04% | −524−11.4% | Reduced |
| Pin Oak Investment Advisors Inc | 4,156 | $2.28M | 1.74% | −137−3.2% | Reduced |
| Insight 2811, Inc. | 4,072 | $2.28M | 1.16% | −38−0.9% | Reduced |
| James Investment Research Inc | 4,083 | $2.28M | 0.29% | −7−0.2% | Reduced |
| Yardley Wealth Management LLC | 4,086 | $2.29M | 1.35% | −4,415−51.9% | Reduced |
| General Partner, Inc. | 4,088 | $2.29M | 1.49% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,089 | $2.29M | 0.50% | −40−1.0% | Reduced |
| EdgeRock Capital LLC | 4,089 | $2.29M | 1.63% | −186−4.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,094 | $2.29M | 0.08% | −295−6.7% | Reduced |
| Euclidean Capital LLC | 4,104 | $2.30M | 0.86% | −892,150−99.5% | Reduced |
| Forthright Family Wealth Advisory LLC | 4,104 | $2.30M | 1.52% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,113 | $2.30M | 0.79% | +3,478+547.7% | Added |
| Roberts Wealth Advisors, LLC | 4,117 | $2.30M | 0.71% | −121−2.9% | Reduced |
| Pandora Wealth, Inc. | 4,118 | $2.30M | 1.52% | +4,118 | New |
| Oxbow Advisors, LLC | 4,120 | $2.30M | 0.24% | −12−0.3% | Reduced |
| Elite Wealth Management, Inc. | 4,127 | $2.31M | 0.66% | −485−10.5% | Reduced |
| Rice Partnership, LLC | 4,128 | $2.31M | 0.47% | −72−1.7% | Reduced |
| Clarkston Capital Partners, LLC | 4,140 | $2.32M | 0.05% | +794+23.7% | Added |
| Private Capital Advisors, Inc. | 4,145 | $2.32M | 0.28% | +1,247+43.0% | Added |
| Oarsman Capital, Inc. | 4,147 | $2.32M | 0.42% | +930+28.9% | Added |
| Stone Point Wealth LLC | 4,151 | $2.32M | 0.79% | +171+4.3% | Added |
| Wedgewood Investors Inc | 4,153 | $2.32M | 2.76% | +67+1.6% | Added |
| Cooksen Wealth, LLC | 4,443 | $2.32M | 2.36% | −12−0.3% | Reduced |
| Lazari Capital Management, Inc. | 4,159 | $2.33M | 0.95% | +335+8.8% | Added |
| Confluence Wealth Services, Inc. | 4,348 | $2.33M | 0.15% | +1,662+61.9% | Added |
| Stonegate Investment Group, LLC | 4,162 | $2.33M | 0.06% | +196+4.9% | Added |
| Allred Capital Management, LLC | 4,164 | $2.33M | 0.93% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,166 | $2.33M | 0.45% | +26+0.6% | Added |
| Worth Financial Advisory Group, LLC | 4,173 | $2.33M | 1.48% | −1,233−22.8% | Reduced |
| Fortress Private Ledger, LLC | 4,175 | $2.34M | 1.30% | +555+15.3% | Added |
| Lake Street Financial LLC | 4,179 | $2.34M | 0.38% | −779−15.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,182 | $2.34M | 0.57% | −207−4.7% | Reduced |
| Team Hewins, LLC | 4,189 | $2.35M | 0.91% | −21−0.5% | Reduced |
| Yacktman Asset Management LP | 4,202 | $2.35M | 0.03% | −34,011−89.0% | Reduced |